1.Monitors new transaction details
Integrate Bloomerang Fundraising and donor contact fields to pull transaction metadata and donor information to create donor and transaction context.
Create donor and transaction records from new donations
Automatically monitor new transaction submissions across Bloomerang Fundraising and monday.com. Create and update donor and transaction records when new donation transaction, donation captured, or transaction createdβso you can create donor entries, create transaction records, and link both for same-day reconciliation without manual data entry.
How this automation creates donor and transaction records
When new transactions come in, manual reconciliation and outreach context can slip and slow down donor follow-up. This automation uses Bloomerang Fundraising to pull donation details, filters qualifying payments, then creates donor and transaction items in monday.comβso your team can reconcile same-day and keep records connected.
Bloomerang Fundraisingor swap with your favorite app
2.Filters qualifying payment records
Integrate Filter by Zapier and payment status checks to continue only for accepted or cleared donations and skip excluded form types.
Filter by Zapieror swap with your favorite app
3.Creates donor item in Donors board
Integrate monday.com and donor records mapping to create a donor item, map contact fields, and set an opted-in flag.
monday.comor swap with your favorite app
4.Creates transaction item in Transactions board
Integrate monday.com and reconciliation tracking to create a transaction item, map amount and method, and link it to the donor item.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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